The Center’s Charitable Committee 2017-2018 Highlights

Totals are calculated from November 15, 2017 - November 15, 2018.

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Physical Donation Types:

35 Blankets, 2 Thanksgiving Feast Food Baskets, 45 Coats, Over 100 Toys

Places The Center Team Has Volunteered and Supported:

FPA of Michigan, CFP Board, The Haven Shelter, Rebuilding Together Southeast Michigan, Beyond Basics, Pregnancy Help Clinic, Wigs for Kids, Humble Design, Toys for Tots, Impact 100, UCP of Detroit, Pre-Eclampsia Foundation, Key of Hope, Spina Bifida Association, Alternatives for Girls, Congenital Heart Walk, Rx for Reading Detroit, Funding the Future, Gleaners Food Bank

Serving Clients and Community: By Jaclyn Jackson, Financial Associate

The Center is dedicated to firm values because they empower our success and build the foundation of our legacy. With equal enthusiasm, we do whatever we can to support client values, empower client successes, and secure client legacies. For that reason, I am pursuing the Chartered Advisor in Philanthropy® (CAP®) certification. The CAP® certification provides advisors with the knowledge and tools needed to help people articulate and advance their highest philanthropic aspirations. The designation develops expertise around the tax, tools, and techniques of charitable planning needed to support high capacity donors. With this designation, I am able to bridge my love for financial services with my love for community. I look forward to helping you combine personal and family values with legacy planning that will positively impact society for years to come.

join us through the end of 2018 and all of 2019 in creating a legacy for the Southeast Michigan region. Please consider supporting the organizations you care about.

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